Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $695 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
2,578
$3.42 - $5.45 $8.82K - $14.1K
MFG
Mizuho Financial Group Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
2,959
$2.0 - $3.11 $5.92K - $9.2K
NGG
National Grid PLC

Utilities
Q1 2020 Filed on Apr 22, 2020
140
$45.35 - $68.75 $6.35K - $9.63K
NICE
Nice Ltd.

Technology
Q1 2020 Filed on Apr 22, 2020
28
$117.47 - $181.36 $3.29K - $5.08K
NLSN
Nielsen Holdings PLC

Industrials
Q1 2020 Filed on Apr 22, 2020
83
$11.94 - $22.25 $991 - $1.85K
NMR
Nomura Holdings Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
1,656
$3.6 - $5.39 $5.96K - $8.93K
GEN
Gen Digital Inc Com
Q1 2020 Filed on Apr 22, 2020
103
N/A
ORAN
Orange

Communication Services
Q1 2020 Filed on Apr 22, 2020
394
$10.25 - $14.79 $4.04K - $5.83K
IX
Orix Corp

Financial Services
Q1 2020 Filed on Apr 22, 2020
110
$52.79 - $89.14 $5.81K - $9.81K
PRGO
Perrigo CO PLC

Healthcare
Q1 2020 Filed on Apr 22, 2020
45
$40.66 - $60.8 $1.83K - $2.74K
PUK
Prudential PLC

Financial Services
Q1 2020 Filed on Apr 22, 2020
134
$15.98 - $37.7 $2.14K - $5.05K
REG
Regency Centers Corp

Real Estate
Q1 2020 Filed on Apr 22, 2020
32
$34.88 - $64.24 $1.12K - $2.06K
RELX
Relx PLC

Communication Services
Q1 2020 Filed on Apr 22, 2020
263
$16.92 - $27.18 $4.45K - $7.15K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 22, 2020
469
$20.14 - $55.75 $9.45K - $26.1K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
635
$53.09 - $59.55 $33.7K - $37.8K
SONY
Sony Group Corp

Technology
Q1 2020 Filed on Apr 22, 2020
199
$51.68 - $73.0 $10.3K - $14.5K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2020 Filed on Apr 22, 2020
711
$27.48 - $31.14 $19.5K - $22.1K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
2
$24.36 - $64.1 $48.7 - $128
STM
St Microelectronics N.V.

Technology
Q1 2020 Filed on Apr 22, 2020
227
$15.86 - $31.77 $3.6K - $7.21K
TEL
Te Connectivity Ltd.

Technology
Q1 2020 Filed on Apr 22, 2020
47
$53.08 - $100.37 $2.49K - $4.72K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
5,020
$39.2 - $52.09 $197K - $261K
WAT
Waters Corp

Healthcare
Q1 2020 Filed on Apr 22, 2020
10
$162.36 - $244.09 $1.62K - $2.44K
WIX
Wix.Com Ltd.

Technology
Q1 2020 Filed on Apr 22, 2020
8
$81.5 - $155.24 $652 - $1.24K
WPP
Wpp PLC

Communication Services
Q1 2020 Filed on Apr 22, 2020
62
$27.75 - $70.24 $1.72K - $4.35K
Credit Suisse Ag Nassau Brh
Q4 2019 Filed on Feb 03, 2020
1,300
N/A
DVY
Ishares Tr

ETFs
Q4 2019 Filed on Feb 03, 2020
0
$98.25 - $105.76 $0 - $0
SH
Proshares Short S&P500 New (De

ETFs
Q4 2019 Filed on Feb 03, 2020
500
$23.92 - $26.93 $12K - $13.5K
Proshares Tr Ii
Q4 2019 Filed on Feb 03, 2020
125
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2019 Filed on Feb 03, 2020
0
$6.18 - $7.18 $0 - $0
Anaptysbio Inc
Q4 2019 Filed on Feb 03, 2020
275
N/A
Arconic Inc
Q4 2019 Filed on Feb 03, 2020
102
N/A
Bb&T Corp
Q4 2019 Filed on Feb 03, 2020
407
N/A
Celgene Corp
Q4 2019 Filed on Feb 03, 2020
28
N/A
ENTA
Enanta Pharmaceuticals Inc

Healthcare
Q4 2019 Filed on Feb 03, 2020
126
$57.95 - $66.61 $7.3K - $8.39K
Hcp Inc
Q4 2019 Filed on Feb 03, 2020
102
N/A
IPGP
Ipg Photonics Corp

Technology
Q4 2019 Filed on Feb 03, 2020
12
$124.45 - $153.1 $1.49K - $1.84K
NKTR
Nektar Therapeutics

Healthcare
Q4 2019 Filed on Feb 03, 2020
23
$15.87 - $23.12 $365 - $532
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2019 Filed on Feb 03, 2020
17
$102.14 - $113.9 $1.74K - $1.94K
PWR
Quanta Services, Inc.

Industrials
Q4 2019 Filed on Feb 03, 2020
60
$36.4 - $43.75 $2.18K - $2.63K
TECK
Teck Resources LTD

Basic Materials
Q4 2019 Filed on Feb 03, 2020
880
$14.77 - $17.65 $13K - $15.5K
ABCB
Ameris Bancorp

Financial Services
Q4 2019 Filed on Feb 03, 2020
85
$38.57 - $44.57 $3.28K - $3.79K
BANR
Banner Corp

Financial Services
Q4 2019 Filed on Feb 03, 2020
26
$52.03 - $58.93 $1.35K - $1.53K
Centerstate Bk Corp
Q4 2019 Filed on Feb 03, 2020
88
N/A
EBRB
Eletrobras Centrais Adr (Prf)
Q4 2019 Filed on Feb 03, 2020
323,702
N/A
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2019 Filed on Feb 03, 2020
70
N/A
Ctrip Com Intl LTD
Q4 2019 Filed on Feb 03, 2020
150
N/A
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q4 2019 Filed on Feb 03, 2020
210
$47.78 - $66.78 $10K - $14K
Evofem Biosciences Inc
Q4 2019 Filed on Feb 03, 2020
688
N/A
FIBK
First Interstate Bancsystem Inc

Financial Services
Q4 2019 Filed on Feb 03, 2020
138
$39.17 - $43.46 $5.41K - $6K
Track This Portfolio

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email